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Dec 31, 2025
ECARX Q4 2025 Earnings Report
ECARX reported record fourth quarter 2025 revenue of $304.7 million, achieving its second consecutive quarter of positive net income and adjusted EBITDA.
Key Takeaways
ECARX delivered strong Q4 2025 results with revenue rising 13% year-over-year to $304.7 million, driven by robust growth in sales of goods. The company achieved net profit of $2.8 million and adjusted EBITDA of $21.6 million, reflecting improved operating performance and sustained profitability momentum.
Total revenue increased 13% year-over-year to $304.7 million.
Sales of goods revenue grew 27% year-over-year to $269.5 million.
Gross profit reached $63.7 million with a 21% gross margin.
Net profit was $2.8 million, compared to a $6.0 million loss in the prior year period.
Revenue by Segment
Forward Guidance
Management expressed confidence in sustaining profitable growth into 2026, supported by recent capital raises of nearly $200 million and continued global expansion, although no specific quantitative guidance was provided.
Positive Outlook
- Second consecutive quarter of positive net income and adjusted EBITDA.
- Approximately $200000000 in recent aggregate proceeds to support R&D and global expansion.
- Deepened partnership with Volkswagen Group in Latin America.
- Approximately 11000000 vehicles on the road powered by ECARX technologies.
- Continued global expansion and pivot toward high-value software and AI services.
Challenges Ahead
- Software license revenue declined 84% year-over-year.
- Service revenue decreased 27% year-over-year.
- Exposure to macroeconomic headwinds and semiconductor supply constraints.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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